See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,757 | $43,133-26.4% | $89,391-64.5% | $73,488-56.8% |
| Participation rate | 41.5% | 55.0%-13.4pp | 68.0%-26.5pp | 70.7%-29.2pp |
| Annual return | 11.82% | 135.66%-123.8pp | 245.62%-233.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,941 | $2,445+20.3% | $3,890-24.4% | $3,740-21.4% |
| Admin fee / account holder | $271 | $444-39.0% | $4,881-94.5% | $513-47.3% |